2X Solutions Setup & Onboarding Worksheets

Key API & Workflow Integration Insights

I am uploading new records into an existing workflow using a CSV file; will the system catch if I upload the same records?

Are you compliant with Telemarketing Sales Rule (TSR) call time restrictions?

Why do we need to use the 2X outbound number in voicemails?

How does the automatic scheduled callback feature work?

How can I record calls?

Does setting the hours of operation in our back office determine the workflow call schedule?

How to Download and Review Call Results from Your CSV File

How do I permanently stop calls to a specific phone number?

Do we need to call back a record if it's transferred but no one answers on our end?

Can I pause the platform from making calls?

How does the Saturday call feature work?

API: Add Record to Workflow

API: Mark Record as Complete

API: Resume Completed Record

API: Call Opt Out

API: Send Sample Postcall Webhook

Webhook: Post-Call

Webhook: Inbound Call

Adding Records via CSV

Workflow Overview

New Lead Example Script

Aged Leads Example Script

30-Day Workflow Sample

5-Day Sample Workflow

TCPA/CTIA Compliance and 2X Solutions: What You Need to Know